Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$337,343
+$147,962 QoQ
Shares Held
473
+34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,558
of 2,094 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,798,715 across 16 Specialty Industrial Machinery names. CMI ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,806 | $1,195,686 | |
| 2 | GEV |
GE Vernova Inc.
|
860 | $1,010,376 | |
| 3 | EMR |
Emerson Electric Co
|
3,583 | $512,901 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,318 | $356,475 | |
| 5 | PH |
Parker-Hannifin Corp
|
361 | $353,095 | |
| 6 | CMI |
Cummins Inc
This page
|
473 | $337,343 | |
| 7 | AOS |
Smith A O Corp
|
3,613 | $226,605 | |
| 8 | AME |
Ametek Inc/
|
892 | $215,804 |
All Filings in CMI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,343 | 473 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $189,381 | 352 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $141,901 | 278 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $104,745 | 248 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $74,669 | 228 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $52,655 | 168 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $39,042 | 112 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $330,265 | 1,020 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $281,637 | 1,017 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $280,801 | 953 | Shares | Defined | 2024-04-30 | |
| 2023-09-30 | $17,818 | 78 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $15,935 | 65 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $15,527 | 65 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,748 | 65 | Shares | Defined | 2023-02-14 | |
| 2020-12-31 | $404,010 | 1,779 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||